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With Khamenei dead, who will be Iran’s next supreme leader?

The death of Iran’s Supreme leader Ayatollah Ali Khamenei raises paramount questions about the country’s future. And while a clerical panel is tasked with replacing him, succession is a complex matter in Iran’s theocracy. Here is what to know: A clerical council selects a new supreme leader An 88-member panel called the Assembly of Experts appoints the supreme leader. The panel can remove one as well, although that has never happened. The panel consists entirely of Shiite clerics who are...

Mar 01, 2026 &03290101202631; 03:29 UTC www.scmp.com Trending 4/5

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Negative for markets

Sentiment score: -70/100

High impact Short-term (days)

WHAT THIS MEANS

Financial impact summary...

AI CONFIDENCE

70% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

⇅

Oil (WTI Crude)

CL=FCommodity

High volatility expected

Iran is a major oil producer; succession uncertainty could impact supply and prices.

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S&P 500

^GSPCIndex

Expected to decline

Higher oil prices could increase inflation concerns and weigh on equities.

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US Dollar / Yen

USDJPYCurrency

Expected to rise

Geopolitical risk may drive demand for safe-haven currencies like the USD.

PRICE HISTORY

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⚡ SUGGESTED ACTION

Consider hedging with oil futures or safe-haven assets. Monitor news for succession developments and adjust positions accordingly.

KEY SIGNALS

Geopolitical uncertainty in Middle EastOil supply riskIncreased market volatility

SECTORS INVOLVED

Energy

Analysis generated on Mar 01, 2026 at 03:33 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by SCMP Business. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

With Khamenei dead, who will be Iran’s next supreme leader?

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